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Finding Mr. Foley’s Gold
What working with a wealth management firm that specializes in professional fiduciary advisory services looks like.
Mr. Foley was a client of a professional trustee and appeared to have meager assets. Every now and then, during moments of clarity, Mr. Foley asked about his gold. As time passed, we couldn’t find any evidence that he owned any gold. One day, he produced a single slip of paper from a Swiss Bank issued years ago. The trustee passed the paper to us. One of our wealth managers diligently tracked down the account, overcoming language, cultural, regulatory and time-zone differences.
Months later, she found Mr. Foley’s gold. The trustee sold it and another $800,000 was wired into his trust account. He died shortly thereafter. All of his remaining assets were to go to charity, which greatly benefited from our unwavering dedication and skill in finding Mr. Foley’s gold before it was too late.
Important Disclaimer: This case study is presented as a hypothetical scenario and is intended for illustrative purposes only. It does not represent a specific client’s experience, but rather is meant to provide an example of Aspiriant’s process and methodology. An individual’s experience may vary based on his or her individual circumstances. There can be no assurance that similar results would be achieved in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of Aspiriant, and there is no way to ascertain whether a specific client would have been satisfied with their results.
